BTW
Boston Trust Walden Portfolio holdings
AUM
$13.2B
1-Year Est. Return
11.8%
This Fund
S&P 500
1 Year Est. Return
+11.8%
AUM
$13.6B
AUM Growth
-$390M
(-2.8%)
Holding
403
Top Buys
| 1 | +$68.3M | |
| 2 | +$57.8M | |
| 3 | +$54.5M | |
| 4 |
GoDaddy
GDDY
|
+$47M |
| 5 |
Fortinet
FTNT
|
+$32.4M |
Top Sells
| 1 | +$52.5M | |
| 2 | +$51.9M | |
| 3 | +$51.4M | |
| 4 |
Northern Trust
NTRS
|
+$42.6M |
| 5 |
Microsoft
MSFT
|
+$41.8M |
Sector Composition
| 1 | Technology | 25.47% |
| 2 | Financials | 15.29% |
| 3 | Industrials | 14.96% |
| 4 | Healthcare | 12.66% |
| 5 | Consumer Discretionary | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
EOG Resources
EOG
$71.7B
| $10.6M | 0.08% |
94,452
-14,671
|
|
||
202
American Water Works
AWK
$27.3B
| $10M | 0.07% |
72,016
-28,306
|
|
||
203
AvalonBay Communities
AVB
$23.7B
| $9.53M | 0.07% |
49,359
-24,604
|
|
||
204
Veeva Systems
VEEV
$29.4B
| $8.93M | 0.07% |
29,964
+90
|
|
||
205
Danaher
DHR
$132B
| $8.75M | 0.06% |
44,123
-315
|
|
||
206
Broadcom
AVGO
$1.53T
| $8.6M | 0.06% |
26,078
+246
|
|
||
207
ON Semiconductor
ON
$23.1B
| $8.55M | 0.06% |
173,295
-76,050
|
|
||
208
Baker Hughes
BKR
$53.6B
| $8.05M | 0.06% |
165,250
-146,375
|
|
||
209
Emerson Electric
EMR
$74.3B
| $7.96M | 0.06% |
60,663
-68
|
|
||
210
Broadridge
BR
$20.8B
| $7.82M | 0.06% |
32,819
|
|
||
211
Packaging Corp of America
PKG
$19.1B
| $7.72M | 0.06% |
35,426
-17,362
|
|
||
212
Ulta Beauty
ULTA
$23.8B
| $7.46M | 0.05% |
13,645
-2,757
|
|
||
213
MSCI
MSCI
$40.3B
| $7M | 0.05% |
12,342
+245
|
|
||
214
Vanguard Total Stock Market ETF
VTI
$564B
| $6.57M | 0.05% |
20,023
|
|
||
215
Abbott
ABT
$188B
| $6.38M | 0.05% |
47,652
-3,099
|
|
||
216
Brown & Brown
BRO
$23.2B
| $6.35M | 0.05% |
67,667
+725
|
|
||
217
Intuitive Surgical
ISRG
$168B
| $6.32M | 0.05% |
14,142
-109
|
|
||
218
AbbVie
ABBV
$388B
| $5.96M | 0.04% |
25,726
+48
|
|
||
219
Charter Communications
CHTR
$27.6B
| $5.95M | 0.04% |
21,620
-280
|
|
||
220
Quest Diagnostics
DGX
$21.9B
| $5.64M | 0.04% |
29,594
-53,026
|
|
||
221
Ball Corp
BALL
$16.5B
| $5.37M | 0.04% |
106,482
-118,990
|
|
||
222
Verizon
VZ
$217B
| $5.29M | 0.04% |
120,296
-178,541
|
|
||
223
Medtronic
MDT
$112B
| $4.96M | 0.04% |
52,054
-85,690
|
|
||
224
Vanguard Mid-Cap ETF
VO
$91.9B
| $4.91M | 0.04% |
16,728
+2,585
|
|
||
225
Ecolab
ECL
$77.3B
| $4.77M | 0.04% |
17,425
-982
|
|